Osaic Dedicated Life & Annuity Team
An Advantage Company
Learn how we can help elevate your life and annuity business from start to finish. Fill out the below and we’ll contact you shortly.
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How We Serve
As a member of the Osaic family of companies, we’re dedicated to developing client-focused relationships with Osaic financial advisors through risk management strategies. Our full-service model provides responsive, end-to-end sales support, advanced planning expertise, and creative estate and business planning techniques in an environment that extends to carrier and product advocacy, underwriting negotiation, and complete back-office processing. And, as an Osaic Advantage Company, we’ll help advance your business growth and provide you and your clients with the highest level of customer service without jeopardizing your autonomy and control.
Case Studies
Meet the Team
Zachary S. Parker, MBA, CFP®, CPWA®
Head of Osaic Sales, Life & Annuity
Lori Capozza
Director of Osaic Strategic Insurance Services
Chris Knox
Director of Osaic Strategic Annuity Services
Scott Abarr
Senior Advisor Consultant
Osaic Annuity
Michael Arner
Senior Advisor Consultant
Osaic Life
Devon Barker, CIMA®
Senior Advisor Consultant
Osaic Annuity
Kim Butler
Senior Advisor Consultant
Osaic Life
Samantha Doerr
Senior Advisor Consultant
Osaic Life
Jeff Edwards
Senior Advisor Consultant
Osaic Life
Kurt Fiedler
Senior Advisor Consultant
Osaic Annuity
Chris Fleurat
Senior Advisor Consultant
Osaic Annuity
Trevor Hodgkins
Senior Advisor Consultant
Osaic Annuity
Tom Leonetti
Senior Advisor Consultant
Osaic Annuity
Cooper Lewis
Senior Advisor Consultant
Osaic Life
Ryan McKay
Senior Advisor Consultant
Osaic Annuity
Ryan Newton
Senior Advisor Consultant
Osaic Annuity
Diane Pettit
Senior Advisor Consultant
Osaic Life
Advanced Planning, Longevity Planning and Disability Insurance Support Team
Mike Raczkowski, J.D., CFP®
SVP, Head of Advanced Planning, Sales Support, and Underwriting
Lee Heidgerken, MBA, CLU®
Assistant Vice President, DI Distribution
Howard Jonas, CLU®, ChFC®, REBC®, CASL®
Vice President, Advanced Planning
Nancy Simm, CLTC, LTCP, CSA
Director, LTC & Longevity Planning
Contact us to learn more.
(855) HCB-4YOU
Option 1: Life • Option 2: Annuities
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